INDUSTRY TRENDS - OPTOELECTRONICS
We are only scratching the surface of potential of optoelectronics (by Pars Mukish and Eric Virey of Yole Développement)
Over the past 20 years, the strong growth in optoelectronics has been fueled by different technologies at different times. Laser diodes for high- speed optical networks were a major growth driver before the “dot.com” implosion in 2001. PV, image sensors and LED devices then became star performers through the 2000s, followed by OLED and Quantum Dots in the 2010s.
More recently, there has been a lot of hype on Micro LED, VCSEL or 3D sensing / imaging technologies, and silicon photonics remains a good example of a booming trend in this domain.
Optoelectronic technologies are mostly driven by integration into industrial, automotive and consumer products (e.g.: smartphones, VR/AR headsets...) as enabling intelligent next-generation systems. Typical examples include VCSEL technology at the heart of Apple’s iPhone X FaceID function, matrix LED systems enabling intelligent glare-free lighting functions in recent car models, EELs representing key enabling technologies for LiDAR and so to autonomous driving while OLEDs and QDs are now at the heart of the display industry.